CHEM 184/284 (Chemical Literature) - Huber - Winter 2025: Lecture 9: Citations, Part II - Creating and Managing Them, EndNote Web

EndNote (https://access.clarivate.com/login?app=endnote)

The online version of EndNote, while significantly less sophisticated and powerful than the parent EndNote desktop software has the advantage of being free to any user, (Note: Institutional subscribers to Web of Science obtain access to a somewhat more powerful version.) and so a reasonable choice for students and others who may not need all the features but would like to use a PBS package, and, since it is based on Thomson's servers you can access it anywhere on any computer connected to the Web. Moreover, it is a very useful tool for collaborative research efforts: multiple users can share libraries of references, and cooperatively edit Word documents.

In addition to the information below, you may wish to consult some of the excellent online tutorials at http://endnote.com/training provided by Clarivate Analytics. Tutorials are available in a variety of formats (including MP4 and WMV), and require a current Flash player for viewing.  You may also want to look at the EndNote Web help pages (http://www.myendnoteweb.com/help/en_us/ENW/help.htm) and the UCSB Library's guide to EndNote (http://guides.library.ucsb.edu/endnotedesktop) and the PDF guide to EndNote Web.

Creating an EndNote online account

• Note that an account created for EndNote online also serves as an account for ISI's Web of Science databases (e.g. Web of Science, BIOSIS) for saving searches and setting up alerts and as an account for ResearcherID, and vice versa. Note, too, that EndNote online has very specific requirements for the number and type of characters in a password.
• From the login screen (see below), if you are not already registered, click on the  Sign up link and follow the instructions.  If already registered, just log in.  (Note: UCSB does not yet have Shibboleth identity verification set up.  When we do, you would be able to log in using your UCSBnetID and password.)
• You will first be prompted to enter and confirm an e-mail account.  Note that you do not need to use a UCSB e-mail account; indeed, if you want to keep the same EndNote account after graduation, you are better off using a commercial e-mail account. If you have already created an account using that e-mail, you will be notified, and prompted to login or reset your password.
• Note that you can both sign up and log in  using a Facebook or LinkedIn account.  Your EndNote account will then be connected to the email address you used on that account.

 

The EndNote online library screen

• Here's an example (below) of the screen displayed after login, for a user who already has some collected references.
• In the band at top, there is a "Welcome, <user's first name>" message, links to Web of Science, ResearcherID, Welcome *User* and Help.
• Below that, there are tabs for the different functions of EndNote Web: My References (the opening default screen), Collect, Organize, Format, Match and Options. Further right are tabs for Connect, the online EndNOte user community, and Adminstrator Options.
• On the My References screen, note the panel at left which allows you to select which group of references you wish to display, and to do a quick search of the references.  Note that if you have used ResearcherID to identify articles you have authored, the ResearcherID groups are listed there.
• In the body of the screen, the brief records in the group are displayed.  One dropdown menu allows you to control the number of records displayed per page; another allows you to control the sort order (default is alphabetical by First Author; others are Year (of publication), Title, Source Title, Times Cited, date Added to Library and date Last Updated. Other links allow you to move between screens.
• Each brief record displays the first author, year of publication, document title (linked to the full record), journal name (if applicable), the date the record was added to the EndNote library, and the date it was last updated, a link to the Web of Science record for the item (if available), and, for UC users, a UC-e-Links button. Note: if off campus, log into the Off-Campus Access (proxy server) before goint to EndNote to make best use of this feature.

 

 

 

• Looking at the opening screen above:
  • Top right - Clicking on the grid opens a dropdown menu of links to other Clarivate resources: Web of Science, ResearcherID and Publons (discussed below). Clicking on the human figure icon gives you access to your account profile, policy information, Help, Feedback, and log out.
  • Menu bar. From left to right:
    • My References - displays your list of groups, including, All my Referenes and Unfiled. The references in whichever group you have selected will be displayed. (Note that when you are just starting out, no groups or references will be displayed.)
    • Collect - when you hover over or click on this link, you'll see a list of options for brining references into your EndNote database (see below)
    • Organize - Hovering over or clicking on this link displays options for organizing your collected references, such as managing your groups (see below.)
    • Format - This link gives you options for creating bibliographies in your chosen citation style, and exporting references. (see below)
    • Match - This is a tool for locating suitable journals in which to publish a given paper (see below)
    • Options - Manage your settings and profile information
    • Downloads - Click on this link to get access to three tools: CiteWhileUWrite, Capture Reference, and EndNote Click. Each will be explained below.
• On the left side of the creen is the list of your groups, with a search window, in which you can search for a reference within any specified group or all of them.
• Below is an example of a references list.

• Above the list is a drop-down menu allowing you to select how many references display on a page: 10, 25 or 50. To the right of that is a navigation tool allowing you to page through the displayed group of references, or jump to first, last or selected by number pages.
• You may select references by clicking the check box to the far lest of the reference record, or you may select the entire page, or the entire group by clicking the appropriate check box above the list. You maay tnen add the selected records to an existing group, or create a new group, or add them to the Quick List, or delete them. Note that you may have the same record in multiple groups if you so desire.
• Note that, as a UC user, there are Get it at UC links attached to each record.
• Note the Authors, Date and Title headings above the list. By clicking on the heading, you can sort the list by that field. Click again to switch from ascending to descending order or vice versa. You can also use the drop-down menu on the right hand side to sort by First Author, Year, Title, Source Title, Times Cited, Added to Library, or Last Update in either order.
• In the list itself, note that the first author (where available), publication date (where available) and document title are displayed. Beneath the document title are dates added and updated,links to outside sources and attached documents (if any). If you are viewing your list through a UCSB IP address, you will also see a link to UC-e-Links, for jumping to the full text or catalogs or ILL request.

• Above is an example of a full document record for a journal article from EndNote.  Note that the fields displayed will vary depending on the type of document and the information available when the record was entered
• If you hover your cursor over a field in the full record, it becomes highlighted.  Click on the field to edit it. Note the link on the right-hand side of the screen that enables you to display currently empty fields for viewing and/or editing.
• Note the magnifying glass by each author's name.  Clicking on it will search your EndNote Web files for that author.

Collecting References

• Hovering the cursor over the Collect tab, or clicking on it displays the three options for adding records to your EndNote Web library: Online Search, New Reference and Import References.
• The Online Search option allows you to search online databases using EndNote itself as the search interface.  I do not recommend this option for the following reasons:
  • Not all databases are available for searching through EndNote basic. That long, long list on the drop-down menu is composed mainly of library catalogs from universities around the world -- not usually a prime source for chemistry, biochemistry and other science and engineering searching.
  • Also note: in the vast majority of cases, the EndNote user interface will be less sophisticated and less powerful than the normal user interface of the index in question which may negatively impact your search results.
• New Reference lets you create a reference record manually.  See below for a representative screen shot
• Import References lets you take a downloaded answer set from an electronic database and import the entire group of records into EndNote
• Note that Web of Science databases, including the WoS core collection, BIOSIS Citation Index and Derwent Innovations Index (as well as a handful from other vendors) allow you to export answer sets directly to EndNote, skipping the import step.

New References

• This is the option for manually entering references.  Note the drop-down menu for Reference Type.  If you select a reference type, EndNote will display the fields that are most relevant for that reference type (journal artilce, patent, dissertation, etc.)  Note that there are separate reference types for articles and electronic articles, books and electronic books, etc. The screenshot below is the Generic record type.
• Click on a field box to open it for entry.  In the example, I have filled several fields, and opened the Number of Volumes field for entry. When you have entered data, the Cancel and Save buttons will appear at the bottom of the screen.
• Once saved, your new reference can be manipulated just like an imported reference.

Importing References

• The Import References option is used to bring in sets of references from downloaded files.  Note that most databases will have some sort of export option.  Choose the one most appropriate for exporting references to EndNote, and save the file.
• The file window allow you to enter the name and location of the file you wish to import.  The Browse button lets you look through the directories available on your computer for the desired file.
• The Import Options drop-down menu lets you specify which database and vendor you are importing from.  EndNote has extensive lists of possible database/vendor combinations - make sure you choose the one that corresponds to the answer set you are importing.  The Select Favorites link lets you create a list of the databases you use most frequently to save time.  If you have selected one or more "favorites", only those databases will show up in the drop-down menu.  If you need a different database, use the Select Favorites option to add it to your favorites list at least temporariy.
• Note that many database vendors (including SciFinder and SciFinder-n) now allow you to export references as a .RIS file, so it's a good idea to have RefMan RIS on your favorites list.
• The To: dropdown menu lets you select which of your EndNote Web folders you'd like the reference(s) to be placed in.  For creating folders, see the Organize section below.

Organize References

• Hovering your cursor over, or clicking on Organize reveals the organzing options: Manage My Groups, Others' Groups, Find Duplicates and Manage Attachments.
• Manage My Groups allows you to add or delete groups, and, if desired, open up groups for sharing with other EndNote Web users.  To share a group, click the check box under Share, then click the Manage Sharing button.  From the next screen you can add or delete the e-mail addresses of thoe you wish to share references with.  Sharing may be "read-only" or "read and write". Note that you can have different sharing arrangements for each folder if desired.  In the example below, I've elected to share the "My Publications" folder from ResearcherID.  The "group" icon to the left of the folder name indicates that it's being shared.
• Others' Groups is only relevant if other users have elected to share with you.
• Find Duplicates searches your EndNote library to determine whether you have duplicate references entered.  If it detects them, you have the option to delete selected duplicates.
• Manage Attachments refers to PDF copies of documents and other files attached to your EndNote records.  Note that your EndNote account has 2.0 gigabytes of storage space. If you are storing large files, like image files, or very  large PDFs (whole books or dissertations), this space can fill up quickly!

Formatting References

• Hovering your cursor over, or clicking on the Format tab displays the options: Bibliography, Cite While U Write Plug-In, Format Paper and Export References.
  • Bibliography lets you create stand-alone bibliographies from selected references in your EndNote library in a selected citation style (see below.)
  • Cite While U Write Plugin has links for downloading a plug-in (for either Windows or Mac OS) which links your EndNote library to Microsoft Word, allowing you to insert "live" footnotes into and bibliography into a Word document, which will, for example, automatically renumber footnotes if you rearrange your document. For more information on using Cite While U Write, see the EndNote tutorials or the Cite While U Write section of the UCSB Library's EndNote Desktop guide.
  • Format Paper allows you to take an RTF format document containing partial citations and convert it to fully formatted footnotes and bibliography using your chosen citation style from within  EndNote Web.  For more intfomation on using Format Paper, see the relevant EndNote help page.
  • Export References allows you to export selected references in a variety of file formats (EndNote, BibTeX, RefMan, Refer, and tab-delimited.)

Bibliography

• This option allows you to save as a file (HTML, RTF or TXT), e-mail or print a formatted bibliography.
• To use, first select the references in your EndNote library you wish to include using the upper drop-down menu.
• Then, select the bibliopgraphic citation style you wish to follow.  Since there are hundreds of citation styles to choose from, it is advantageous to create a "favorites" list, using the "Select Favorites" option.  Once you have done so, only your "favorites" will appear in the main drop-down menu.  You can always add or delete favorites from your list by using the "Select Favorites" link.
• Then, select the file format you wish to use, and click Save, E-Mail or Preview and Print.  It is usually a good idea to preview your bibliography before printing, e-mailing or saving it, to make sure you have the right references, are using the correct format and have all the requisite information in your records.

Cite-While-You-Write

• When downloaded and installed to a computer with Microsoft Word, the Cite-While-You-Write plugin adds a menu item to the top menu bar in Word.  Note for Macintosh users:  You may need to go into the Preferences for Word and select EndNote online as opposed to EndNote.  If this is not done, the plugin will search for the EndNote desktop software on your computer, and, unable to find it, give you an error message.
• Clicking on the EndNote Web menu tab will open a login screen.  Once you have logged into your EndNote online account, a new menu bar will become available.

• While typing a document, the Insert Citations button will open a window allowing you to search your EndNote Web database and select a citation to insert.  It will appear in the style selected in the drop-down style menu.  Note that the style menu contains those styles which you have added to your Favorites list in EndNote onlne. You may search by author, year of publication or title keyword.  Select the desired citation and click Insert to enter the footnote and add the reference to the bibliography.

• To change citation styles, simply select a new style from the dropdown menu.  If you edit the document (e.g. cutting and pasting sections), clicking the Update Citations and Bibliography link will rearrange and renumber (if necessary) both the citations and bibiliography.

Match

• Thisfeature does not relate directly to creating a database of bibliographic references.  Rather, it is designed to help scholarly authors select potential journals in which to publish their research.
• When you click on the link, you are taken the Web of Science Master Journal List (see image below.)
• To use Match, click on the Match Manuscript link  on the pMaster Journal List page. You will be prompted to create an account and log in. Your EndNote/Web of Science login and password also work here. If you came here from EndNote, you should already be logged in,and hitting the Login button will take you straight in.

• enter the title and abstract of your paper.  If you will be using references from your EndNote database for the paper, select the folder containing the references, and click Find Journals
• Comparing your keywords and refeences to papers in the Web of Science database, the system will suggest likely journals. See example, below.  (Note: the journals suggested are *not* the journal in which the article was actually published!)

• Links from this screen will take you to the journal's submission page, and/or to information about the journal from the publisher's website.

• Results for a journal search are below.Note the firlter options similar to to those in Web of Science.

Downloads

• CiteWhileUWrite has already been described above. Note the three different versions of the plug-in and make sure you choose the correct one for your computer.
• Capture Reference is a drag-and-drop add-on for your Web Browser. I allows you to directly capture citations to Web pages to EndNote by simply clicking the installed button on your brower.
• EndNote Click allows you to directly send downoaded PDFs to EndNote as attachments to records. Remember that 2.0 GB space limitation!

 

© 2024 Charles F. Huber

This work by Charles F. Huber is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License.
Based on a work at guides.library.ucsb.edu

Screenshots from EndNote online are copyright © 2018 by Clarivate Analytics.  Screenshots from Microsoft Word are © 2015 by the Microsoft Corporation.  All are used under fair use for educational purposes only.